Capital Management Associates (New York)’s Palo Alto Networks PANW Stock Holding History

Capital Management Associates (New York)’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Hold	10,000	–	–	2.66%	17
2025 Q4	$1.84M	Hold	10,000	–	–	2.7%	16
2025 Q3	$2.04M	Hold	10,000	–	–	3.04%	12
2025 Q2	$2.05M	Hold	10,000	–	–	3.34%	11
2025 Q1	$1.71M	Hold	10,000	–	–	3.33%	12
2024 Q4	$1.82M	Hold	10,000	–	–	2.14%	15
2024 Q3	$1.71M	Hold	10,000	–	–	1.9%	15
2024 Q2	$1.7M	Hold	10,000	–	–	2.01%	15
2024 Q1	$1.42M	Hold	10,000	–	–	1.69%	19
2023 Q4	$1.47M	Hold	10,000	–	–	1.88%	14
2023 Q3	$1.17M	Hold	10,000	–	–	1.73%	19
2023 Q2	$1.28M	Hold	10,000	–	–	1.88%	16
2023 Q1	$999K	Buy	10,000 +4,000	+67%	+$339K	1.52%	26
2022 Q4	$419K	Sell	6,000 -7,200	-55%	-$578K	0.62%	51
2022 Q3	$1.08M	Buy	13,200 +9,600	+267%	+$831K	1.57%	26
2022 Q2	$296K	Buy	+3,600	New	+$319K	0.44%	53

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Management Associates (New York)'s PANW Position: Q1 2026 in Review

Capital Management Associates (New York) held its Palo Alto Networks (PANW) position steady in Q1 2026 at 10,000 shares worth $1.6M. The position accounts for 2.66% of the portfolio, ranked #17.

Capital Management Associates (New York) first reported a position in PANW in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q2 2025. 2,466 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Capital Management Associates (New York) held 10,000 shares of Palo Alto Networks worth $1.6M as of Q1 2026.
Capital Management Associates (New York) left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 2.66% of Capital Management Associates (New York)'s portfolio in Q1 2026, its #17 holding.
Capital Management Associates (New York) first reported a position in Palo Alto Networks in Q2 2022 and has held it in 16 quarters since.
Capital Management Associates (New York)'s Palo Alto Networks position peaked at $2.05M in Q2 2025.
2,466 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2026, filed 4 May 2026.